Capio Recruitment
Financial Planner
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Job Title: Financial Planner
Location: Leeds
Salary: £60,000-£85,000
Benefits:
- Company discretionary bonus scheme
- 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown
- Private healthcare (after qualifying period)
- Group income protection
- Life assurance
- Eye care scheme
- Wellbeing programme
- Cycle to work scheme
- Support towards role-relevant professional qualifications
About the Company:
Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged.
Role Summary:
An opportunity has arisen for a Financial Planner to join our client's team, managing and developing their own client relationships while delivering holistic, compliant financial advice. This role would suit someone with a friendly, approachable manner who combines strong technical knowledge with a personal, relationship-led approach to client service.
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Key Responsibilities:
- Building and maintaining long-term, trusted client relationships
- Conducting in-depth reviews of clients' financial circumstances, objectives and risk profiles
- Designing and delivering tailored financial planning strategies across pensions, investments and protection
- Providing clear explanations of complex advice, costs and regulatory disclosures
- Ensuring all advice is compliant with FCA requirements and internal standards
- Working closely with technical and support teams to deliver an efficient, high-quality client experience
- Maintaining accurate client records and appropriate documentation
- Identifying opportunities to grow the client base through referrals and professional connections
- Meeting agreed commercial and performance targets
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Requirements:
- Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status, or working towards, desirable)
- Strong understanding of FCA regulatory requirements
- Experience delivering holistic financial advice
- Excellent communication and interpersonal skills
- Ability to simplify complex information for clients
- Commercial awareness with a proactive, growth mindset
- Strong organisational skills and attention to detail
- Professional, ethical and client-first approach
If you're a Financial Planner looking to join an expanding, forward-thinking company with strong support and genuine long-term growth opportunities, we'd love to hear from you.
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